LifePlan Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

LifePlan Financial’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.9M	Buy	125,028 +2,491	+2%	+$57.7K	2.03%	9
2026 Q1	$2.85M	Buy	122,537 +6,942	+6%	+$162K	2.11%	9
2025 Q4	$2.71M	Buy	115,595 +1,928	+2%	+$45.2K	2.07%	7
2025 Q3	$2.67M	Buy	113,667 +1,928	+2%	+$45K	2.11%	8
2025 Q2	$2.61M	Buy	+111,739	New	+$2.58M	2.16%	8
2025 Q1	–	Sell	-109,647	Closed	-$2.5M	–	90
2024 Q4	$2.5M	Buy	+109,647	New	+$2.53M	2.21%	9
2024 Q3	–	Sell	-88,900	Closed	-$2.02M	–	90
2024 Q2	$2.02M	Buy	88,900 +22,465	+34%	+$507K	1.86%	13
2024 Q1	$1.52M	Buy	66,435 +24,573	+59%	+$561K	1.39%	17
2023 Q4	$966K	Buy	+41,862	New	+$928K	0.97%	33

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LifePlan Financial's IBDU Position: Q2 2026 in Review

LifePlan Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2% in Q2 2026, buying an estimated $57.7K and bringing the position to 125,028 shares worth $2.9M. The position accounts for 2.03% of the portfolio, ranked #9.

LifePlan Financial first reported a position in IBDU in Q4 2023 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

LifePlan Financial held 125,028 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.9M as of Q2 2026.
LifePlan Financial bought 2,491 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $57.7K.
iShares iBonds Dec 2029 Term Corporate ETF made up 2.03% of LifePlan Financial's portfolio in Q2 2026, its #9 holding.
LifePlan Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 9 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.